12 ways to create a culture of innovation in your company

by Patricia Rivas • 31 May 2018

Innovation plays an essential role in the success of your company. With the accelerated evolution of digital technologies, companies must be creative and flexible if they want to meet the expectations of their clients. Nice concept, right? But the reality is that transforming your company into an innovation lab is not such an easy feat.  […]

5 Quebec-born companies that have reached a successful transformation

5 Quebec-born companies that have reached a successful digital transformation

by Patricia Rivas • 29 May 2018

Companies are allocating big budgets towards digital transformation to stay competitive. According to Forrester, 59% of companies spend at least $10M, and 29% allocate a budget of more than $50M. This is not surprising when you consider that these investments can improve the customer experience as well as products and revenue. It must be said, […]

8 essential criteria in choosing a CRM that is adapted to your company

by Patricia Rivas • 19 December 2017

Choosing a CRM is a strategic move that can generate a significant amount of benefits. It is therefore crucial to thoroughly analyze your needs, your resources and the options available to you before undertaking an implementation process. Most importantly, you must think long term when making your decision. Opting for an intermediate solution knowing that […]

Convincing your CFO that a good CRM is a smart investment

by Patricia Rivas • 11 December 2017

If you oversee sales or marketing, then you are probably already convinced of the benefits a CRM brings. Your colleagues in customer service, operations and human resources probably all support your decision to use this solution.  However, launching the implementation of a complete solution such as Dynamics 365 requires the support and approval of your […]

Analyzing the maturity of processes in the context of a CRM implementation

by Patricia Rivas • 4 December 2017

As previously mentioned in our article which describes the Capability Maturity Matrix, or CMM, assessing the maturity level of sales marketing and customer management processes is a key step in establishing a CRM solution. This assessment will give a better understanding of the robustness of CRM-supported processes and the employee commitment that comes with them. If […]

Do you know the maturity levels of your CRM?

by David Brochu • 27 November 2017

Although companies are working hard to implement powerful CRM solutions, more than 47% consider the implementation of their solution to be a failure.  Why such a low success rate even when these companies choose the right solution and implement it by following all the recommended steps? The problem stems mostly from the misidentification of objectives […]

Representatives, let the use of a CRM increase your productivity

by Patricia Rivas • 22 November 2017

  The implementation of a CRM solution brings obvious advantages for managers, it enables them to make decisions by providing readily available information at hand.  For a sales team, the real productivity gain of a tool like Dynamics 365 Customer Engagement (CRM) is at the level of the team members who use it daily.  But […]

Choosing the right CRM, Dynamics 365 or Salesforce?

by David Brochu • 7 November 2017

By Félix Robitaille, President  When a company starts to increase the number of sales it makes, the implementation of a CRM quickly becomes a priority.  When sales start growing in substantial volume and growth, your management team will often face the following dilemma: What is the better choice between Salesforce or Dynamics 365? Why focus […]

When your client works for you and the benefits of having an efficient portal

by David Brochu • 26 October 2017

By Félix Robitaille Your clients certainly do not enjoy having to call you for the slightest question. Also, a manager, will not reap any benefits by creating a big customer service team just to have them answer the same questions repeatedly. The above statement, demonstrates one of the biggest benefits in creating a self-service client […]

XRM Vision selected as finalist at Microsoft Canada Impact Awards

by David Brochu • 29 June 2017

Montreal, June 29, 2017 – XRM Vision, a leader in Microsoft Dynamics 365 (CRM) business solutions delivery is proud to announce that we have been selected as Winning Together Impact Award finalists which will be awarded at Microsoft Inspire, on July 9, 2017 in Washington, D.C. Every year Microsoft Canada celebrates the exceptional contribution of […]

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